SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,757,473 | -4.8% | 24,837 | -2.3% | 0.91% | -3.4% |
Q2 2023 | $1,846,637 | +4.3% | 25,429 | +5.1% | 0.94% | -7.2% |
Q1 2023 | $1,770,876 | +48.0% | 24,206 | +52.8% | 1.02% | +38.7% |
Q4 2022 | $1,196,555 | +120.4% | 15,840 | +93.9% | 0.73% | +94.7% |
Q3 2022 | $543,000 | +5.6% | 8,171 | +13.8% | 0.38% | +7.7% |
Q2 2022 | $514,000 | -8.5% | 7,177 | +0.4% | 0.35% | +2.6% |
Q1 2022 | $562,000 | +0.4% | 7,148 | +0.0% | 0.34% | -4.7% |
Q4 2021 | $560,000 | – | 7,146 | – | 0.36% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |